CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC: SDY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC on SDY, newest first. How the timeline and the estimate are built.
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC held 0 SDY shares at 2026-03-31 per its 13F-HR filed 2026-04-15.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -14,250 shares
13F-HR 0001803229-26-000002 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 14,250 sharesChange vs previous 13F -334 shares
0.58% of the 13F portfolio, value $1,983,030.
13F-HR 0001803229-26-000001 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 14,584 sharesChange vs previous 13F +15 shares
0.64% of the 13F portfolio, value $2,042,489.
13F-HR 0001803229-25-000003 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,569 sharesChange vs previous 13F -30 shares
0.71% of the 13F portfolio, value $1,977,450.
13F-HR 0001085146-25-003713 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,599 sharesChange vs previous 13F -100 shares
0.76% of the 13F portfolio, value $1,980,792.
13F-HR 0001085146-25-002111 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,699 sharesChange vs previous 13F -1,225 shares
0.7% of the 13F portfolio, value $1,941,738.
13F-HR 0001085146-25-000706 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,924 sharesChange vs previous 13F not available
0.9% of the 13F portfolio, value $2,261,845.
13F-HR 0001085146-24-004855 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).